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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,930 | $88,778-48.3% | $81,844-43.9% | $145,884-68.5% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 9.91% | 1033.03%-1023.1pp | 778.87%-769.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,446 | $4,648-4.3% | $4,323+2.8% | $6,690-33.5% |
| Admin fee / account holder | $14,324 | $8,430+69.9% | $7,355+94.7% | $13,392+7.0% |